TD PRIVATE CLIENT WEALTH LLC

Q2 2021 13F-HR Holdings

Location
New York, NY
Holdings as of
6/30/2021
Date filed
8/16/2024
Form type
13F-HR
Num holdings
1,219
Total value ($000)
$2,342,014
Net value change ($000)
+201,045 (9.4%)
New positions
77
Sold out positions
24
Turnover %
0.3%
Sector allocation + QoQ delta (equities-only)

Holdings aggregated across other managers listed in the original SEC filing. View detailed breakdown

Prev filing: 8/16/2024 Next filing: 8/16/2024 SEC filing

Snapshot: Change Analysis

Compared to Q1 2021
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
VCSH 28,166 61.6%
SPY 16,531 8.4%
IVW 7,086 18.4%
MSFT 5,435 10.6%
AMZN 4,655 17.8%
V 4,355 38.0%
VUG 4,318 13.7%
GOOGL 3,913 18.5%
WFC 3,624 166.8%
AVGO 3,310 76.7%
Top Reduces (Value $000, Stocks/ETFs)
DOW -3,351 -68.6%
MO -3,152 -57.3%
ETN -3,014 -54.2%
MCD -2,665 -59.4%
PNC -2,633 -69.7%
KLAC -2,501 -38.2%
A -2,188 -94.5%
CSCO -1,845 -13.1%
OZK -1,836 -97.5%
ABT -1,670 -26.4%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
Filter:
Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type